| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,515 | +5.86% | |
| 3 years | ₹1,80,000 | ₹2,23,372 | +24.10% | |
| 5 years | ₹3,00,000 | ₹4,66,254 | +55.42% | |
| 10 years | ₹6,00,000 | ₹15,62,009 | +160.33% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reverse Repo | Unspecified | Reverse Repo | 9.41% |
| Black Rock Global Funds - World Energy Fund | Unspecified | Foreign Mutual Funds | 8.97% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 7.95% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.35% |
| Jindal Steel & Power Ltd | Materials | Equity | 6.68% |
| Tata Steel Ltd | Materials | Equity | 6.67% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 6.13% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 6.00% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 5.00% |
| Hindustan Zinc Ltd | Materials | Equity | 4.15% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 4.08% |
| Black Rock Global Funds - New Energy Fund | Unspecified | Foreign Mutual Funds | 3.85% |
| Hindalco Industries Ltd | Materials | Equity | 3.80% |
| Oil India Ltd | Energy & Utilities | Equity | 3.47% |
| Coal India Ltd | Materials | Equity | 3.29% |
| National Aluminium Company Ltd | Materials | Equity | 2.87% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 2.39% |
| NMDC Ltd | Materials | Equity | 1.67% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 1.42% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 1.14% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.92% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.81% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.73% |
| Cash Margin | Unspecified | Cash Margin | 0.62% |
| Jindal Saw Ltd | Materials | Equity | 0.58% |
| IRM Energy Ltd. | Energy & Utilities | Equity | 0.19% |
| Net Payables | Unspecified | Net Payables | -0.14% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +20.8% | +16.8% | +18.4% | +17.4% |
| Category average (Equity Thematic) | +16.4% | +18.9% | +16.3% | -- |
| Rank (Equity Thematic) | 1 | 1 | 1 | -- |